Lumature Wealth Partners’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Lumature Wealth Partners’s Portfolio VCSH Stock Details VCSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-166	Closed	-$12.5K	–	422
2022 Q4	$12.5K	Sell	166 -1,122	-87%	-$83.8K	0.01%	295
2022 Q3	$96K	Sell	1,288 -817	-39%	-$62.3K	0.05%	195
2022 Q2	$161K	Sell	2,105 -15,473	-88%	-$1.19M	0.07%	185
2022 Q1	$1.37M	Buy	17,578 +123	+0.7%	+$9.78K	0.55%	44
2021 Q4	$1.42M	Sell	17,455 -153	-0.9%	-$12.5K	0.55%	36
2021 Q3	$1.45M	Buy	17,608 +548	+3%	+$45.3K	0.59%	33
2021 Q2	$1.41M	Buy	17,060 +1,482	+10%	+$123K	0.58%	35
2021 Q1	$1.28M	Buy	15,578 +8,238	+112%	+$682K	0.68%	33
2020 Q4	$611K	Buy	+7,340	New	+$609K	0.58%	48

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lumature Wealth Partners's VCSH Position: Q1 2023 in Review

Lumature Wealth Partners sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2023, closing a stake of 166 shares — an estimated $12.5K sold.

Lumature Wealth Partners first reported a position in VCSH in Q4 2020 and held it in 9 quarters. The position peaked at $1.45M in Q3 2021. 1,240 funds tracked by Wall St. Rank hold VCSH as of Q1 2023.

Lumature Wealth Partners reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Lumature Wealth Partners sold 166 Vanguard Short-Term Corporate Bond ETF shares in Q1 2023, an estimated $12.5K.
Lumature Wealth Partners first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2020 and held it in 9 quarters.
Lumature Wealth Partners's Vanguard Short-Term Corporate Bond ETF position peaked at $1.45M in Q3 2021.
1,240 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2023.

Based on Lumature Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.